+185.3%
WOR vs VOO
+315.3%
-130.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.5% | -3.8% | -3.6% |
| 7D | +0.4% | -0.4% | +0.8% | +0.9% |
| 30D | +4.9% | -1.4% | +6.3% | +6.9% |
| 3M | +2.8% | +3.7% | -0.9% | -1.9% |
| 6M | +19.9% | +13.0% | +6.8% | +2.3% |
| YTD | +16.8% | +12.4% | +4.3% | +0.3% |
| 1Y | -4.2% | +18.6% | -22.8% | -23.3% |
| 3Y | +41.5% | +78.1% | -36.6% | -35.1% |
| 5Y | +97.2% | +82.3% | +14.9% | -12.0% |
| 10Y | +185.3% | +322.5% | -137.2% | -59.7% |
| All | +185.3% | +315.3% | -130.0% | -59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling